Mergers and Acquisitions

375 topics in this forum

1. Vesting After Plan Merger

   By Catch22PGM, November 17   

   • mergers
   • vesting
   • 2 replies
   • 141 views
   • 
   • Catch22PGM
   • November 18

2. How do you value a TPA to acquire it? I'm assuming its based on recent comparable EV/EBITDA, but I can't this data.

   By John P, September 22   

   • m&a
   • merger
   • (and 4 more)

     Tagged with:

     • m&a
     • merger
     • acquisition
     • tpa
     • price
     • ebitda
   • 1 reply
   • 201 views
   • 
   • david rigby
   • September 22

3. splitting pre-tax and Roth in a merger

   By gregburst, April 24
   • 2 replies
   • 931 views
   • 
   • Luke Bailey
   • April 28

4. Stock Acquisition - Aligning HCE Definition

   By Catch22PGM, March 19
   • 4 replies
   • 526 views
   • 
   • Catch22PGM
   • March 25

5. Severance From Employment?

   By BTG, January 25
   • 2 replies
   • 940 views
   • 
   • Luke Bailey
   • January 28

6. Asset sale within a current plan

   By cpc0506, December 9, 2019
   • 1 reply
   • 654 views
   • 
   • Kevin C
   • December 9, 2019

7. Plan termination wind-up activities post stock merger

   By kmhaab, September 20, 2019
   • 7 replies
   • 1,179 views
   • 
   • Luke Bailey
   • September 24, 2019

8. Controlled group becomes unrelated mid year

   By mattmc82, September 6, 2019
   • 3 replies
   • 318 views
   • 
   • Mike Preston
   • September 11, 2019

9. Form 5310

   By JustnERPA, August 23, 2019
   • 1 reply
   • 305 views
   • 
   • Luke Bailey
   • August 26, 2019

10. A buys 80% of B - what happens to 401(k) plans?

    By M Norton, August 16, 2019
    • 5 replies
    • 342 views
    • 
    • Bill Presson
    • August 20, 2019

11. transition rule

    By Scuba 401, July 22, 2019
    • 6 replies
    • 612 views
    • 
    • ugueth
    • July 26, 2019

12. Multiple Employer Plan - Spin-off and Terminate, or Transfer Assets?

    By kmhaab, July 3, 2019
    • 7 replies
    • 1,303 views
    • 
    • DC ERISA Attorney
    • July 9, 2019

13. Vesting Service Under Merged Plan

    By scrabelle, June 18, 2019
    • 1 reply
    • 435 views
    • 
    • Rafael
    • June 26, 2019

14. Transition Rule Applicable?

    By Towanda, April 2, 2019
    • 6 replies
    • 612 views
    • 
    • Kevin C
    • April 2, 2019

15. Merging a MEP into a Single ER Plan

    By Crocker, March 14, 2019
    • 3 replies
    • 587 views
    • 
    • justanotheradmin
    • March 15, 2019

16. Investment options after transfer

    By Scuba 401, March 5, 2019
    • 2 replies
    • 252 views
    • 
    • Bob the Swimmer
    • March 6, 2019

17. HCE after merger

    By Nancy D, December 17, 2018
    • 4 replies
    • 1,849 views
    • 
    • Below Ground
    • February 28, 2019

18. Asset acquisition where employees leased for a short period

    By R. Butler, November 28, 2018
    • 6 replies
    • 1,162 views
    • 
    • EBECatty
    • February 20, 2019

19. merger of SH plan after the 3% is removed?

    By WCC, January 8, 2019
    • 2 replies
    • 508 views
    • 
    • WCC
    • January 14, 2019

20. 410(b)(6) Transition Rule question

    By RatherBeGolfing, December 28, 2018
    • 2 replies
    • 447 views
    • 
    • RatherBeGolfing
    • December 28, 2018

21. Tx bonus paid by Seller in carve-out

    By cbassociate2017, December 6, 2018   

    • payroll
    • bonus
    • (and 3 more)

      Tagged with:

      • payroll
      • bonus
      • retention
      • transaction bonus
      • withholding
    • 3 replies
    • 306 views
    • 
    • jpod
    • December 6, 2018

22. B/R/F issue?

    By RatherBeGolfing, November 26, 2018
    • 2 replies
    • 347 views
    • 
    • RatherBeGolfing
    • November 27, 2018

23. Protection of optional forms of benefits; rights and features

    By Mel_1999, October 3, 2018
    • 2 replies
    • 568 views
    • 
    • Luke Bailey
    • October 4, 2018

24. Merger- Approval Request for Change in Funding Method

    By mefrancis1729, October 3, 2018   

    • merger
    • funding method
    • 0 replies
    • 381 views
    • 
    • mefrancis1729
    • October 3, 2018

25. Employer Contribution after Merger

    By Rai401k, September 28, 2018
    • 0 replies
    • 311 views
    • 
    • Rai401k
    • September 28, 2018